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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,397 | $167,353-84.8% | $143,797-82.3% | $134,545-81.1% |
| Participation rate | 94.7% | 84.8%+9.9pp | 80.3%+14.4pp | 81.2%+13.5pp |
| Annual return | -19.47% | 0.48%-19.9pp | -0.04%-19.4pp | 418.37%-437.8pp |
| Employer contribution / active EE | $2,251 | $5,620-59.9% | $4,952-54.5% | $4,742-52.5% |
| Participant deferral / active EE | $4,160 | $6,447-35.5% | $5,638-26.2% | $6,401-35.0% |
| Admin fee / account holder | $1,036 | $18,096-94.3% | $14,679-92.9% | $11,431-90.9% |